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Alliance Wealth Management Partners LLC

Alliance Wealth Management Partners LLC. CRD 313195

Alliance Wealth Management Partners LLC logo

CRD: 313195

Alliance Wealth Management Partners LLC

Knoxville, TN, 37919
8658625956
bowaterwealthmanagement.com
$272.4M Total AUM
$210.7M Disc. AUM
19.1% 3Y CAGR
13 Employees
764 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท LPL Financial
Clients
Retail and Institutional
Platforms
Summit
Established Date
06-25-2021
Office Locations
3

Office Locations

1111 N. Northshore Drive STE P-270 Knoxville TN
213 East Washington Avenue Suite 102 Athens TN
422 Marilyn Lane Alcoa TN

About Alliance Wealth Management Partners LLC

Bowater Wealth Management provides private wealth and asset management for individuals and families, pairing financial planning with investment management, retirement and education planning, and insurance-based risk management (life insurance, annuities, long-term care). Portfolios and budgets are maintained through an ongoing review process with online account access, and the firm custodies through Fidelity/NFS and LPL Financial (public profile).

Team overview

-- AVG AGE
$54.5M AVG AUM / ADVISOR
$356.6K AVG AUM / CLIENT
4.8 yrs AVG TENURE
13 Employees
5 Advisory Reps
5 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Summit Prime unison

Client Personas

Ember zenith Unison meridian

Custodian

Bridge optima Meridian Fusion signal

Investment Themes

Peak Alpha

Investment Vehicles

Capital

Platform

Peak

Services

Wave Atlas Ridge oak Vital Focus bridge Matrix Ridge Summit momentum Element wave Value peak Peak Quantum

Technology

Ember crest

Owner & Executives

P

PATRICK NEAL CLARK

Managing Member, Owner, PARTNER

CRD
#4174889
Ownership
25% but less than 50%
(711) 736-5552
beacon.quantum@meridiancapital.com
in linkedin.com/in/pathway-crest
MICHAEL COY LAWSON

MICHAEL COY LAWSON

Advisor

CRD
#5390966
Ownership
25% but less than 50%
(513) 527-9400
matrix.delta@momentumcapital.com
in linkedin.com/in/signal-vertex
S

Summit fusion

Meridian ember legacy

CRD
#97533
Ownership
36.2%
(637) 971-7064
momentum.vector@elementcapital.com
in linkedin.com/in/delta-quantum

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Contacts

Kristyn Danielle Bullard

Kristyn Danielle Bullard

Financial Advisor

CRD
#6655474
(855) 693-1230
timber.momentum@zenithcapital.com
in linkedin.com/in/pioneer-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-02-2022
02-02-2023
02-09-2024
02-27-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $210,705,412 $134,293
Non-Discretionary $61,699,009 $907,338
Total $272,404,421 $166,405

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Separately Managed Accounts

Total SMA Asset: $272,404,421

$272.4M Total SMA
Public Funds:
6.5%
Equity - Exchange:
10.4%
Cash:
25.5%
Corporate - Investment Grade:
16.5%
Municipal Bonds:
22.3%
Private Funds:
8.6%
U.S. Government/Agency:
10.2%
Asset class Assets Assets %
Public Funds $513,910,221 6.5%
Equity - Exchange $822,256,353 10.4%
Cash $2,016,109,328 25.5%
Corporate - Investment Grade $1,304,541,330 16.5%
Municipal Bonds $1,763,107,373 22.3%
Private Funds $679,942,754 8.6%
U.S. Government/Agency $806,443,730 10.2%
Total $7,906,311,089 100.0%

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